Phillip Leblanc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. He is also a CPA with an accounting firm, Thibodaux Hebert Deshotels LeBlanc, where he provides tax consulting services. In addition to his advisory role, he operates a CPA practice and has interests in payroll processing and independent insurance agency work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary models with access to third-party strategists.

Phillip Vidrine is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. His work history includes roles at Hancock Whitney Bank, First Horizon, State Farm VP Management Corp, and the Scotty Doucet Insurance Agency. He also spent eight years associated with Teurlings Catholic and the University of Louisiana at Lafayette. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

Kevin Bellard is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 credentials. He has four years of industry experience, including prior roles at First Horizon Bank and J.P. Morgan Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs, financial planning services, and portfolio management solutions supported by research and technology.

Jared Labue is a financial advisor with LPL Financial in Lafayette, LA, holding a Series 63 designation and 20 years of industry experience. He has previously worked at First Horizon Advisors, Iberia Wealth Advisors, and Hancock/Whitney Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Paula Prejean is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Lafayette, LA, bringing eight years of experience in the industry. She is also a CPA and partner at Thibodaux Hebert Deshotel Leblanc, a CPA firm where she has worked since 1995. In addition to her advisory roles, she owns and operates The Upper Room Cafe, a local coffee and tea café that also offers minister opportunities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies with various custody and platform options.

Ryan Kayfes is a financial advisor with Ameriprise in Lafayette, LA, holding Series 66 and Series 63 designations and 12 years of industry experience. He has worked at Ameriprise since 2018, following a four-year period at Scottrade. Outside of advisory work, he owns 1917 Consulting, LLC, which provides recruiting and consulting services to support Ameriprise independent advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that offers personalized retirement income planning with a focus on tax-aware withdrawal strategies and dependable income sources.

Amy Hayes is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 27 years of industry experience. She previously managed her own advisory firm, AEH Wealth Management LLC, and has held positions at several related firms since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Randall Burge is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2002, continuing a family legacy in investment management. As a qualified Portfolio Manager, he provides traditional financial advice and guidance while also building and managing personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He services clients through the firm’s Investment Advisory Program, where he may manage strategies on a discretionary basis. Randall’s expertise encompasses family wealth management, retirement income planning, tax minimization, portfolio management, and consulting on institutional and corporate benefit services, including defined benefit and defined contribution plans. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in International Trade & Finance from Louisiana State University, where he was awarded a University Medal. Randall resides in Lafayette with his wife, Stephanie, and their two children, Beckett and Isabelle. His personal interests include boating, spending time with family, and traveling.

Aaron Ogea is a CFP® professional with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his financial advisory role, Aaron is involved as a stylist with J. Hilburn, a custom clothing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Troy Bergeron is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding a Series 63 designation and bringing 34 years of industry experience. His career includes 15 years with MetLife Securities and over nine years with Mass Mutual Investors Services. Outside of his financial work, he assists with home health care activities for his father. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a collaborative, goal-oriented approach.

Raquel Kusy is a financial advisor with Raymond James & Associates in Lafayette, LA, holding a Series 66 designation and eight years of industry experience. She has been with Raymond James & Associates since 2016 and previously worked at Advantage Resourcing. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lacy Foreman Labbe is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 63 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney prior to her current roles. Outside of her advisory work, she is the sole proprietor of a construction and engineering business in Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Andre Hebert is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ceata Hackett is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Lafayette, LA, with two years of industry experience. She previously worked at Edward Jones from 2001 to 2024 and spent ten years at Teurlings Catholic High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large network of financial advisors and branch offices across the country.

Shelby Fisher is a financial advisor at Cetera with two years of industry experience. They hold a Series 66 designation and have worked previously in banking and automotive sectors, including positions at Hancock Whitney Bank and Sterling Automotive Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Dudley Labauve III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at LPL Financial and Summit Brokerage Services Inc. Outside of advisory work, he owns a residential home construction business in Lafayette, LA. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across various areas, combining advisory services with other financial products through a broad network of advisors.

Jake Richard is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services, Royal Alliance Associates, and Capital One Bank, among other firms. His professional background also includes managing an investment-related LLC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios.

Chase Bentley is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has worked at firms including LPL Financial and Prospera Financial Services, Inc. Outside of his advisory work, he is an owner and partner of Louisiana Salsa Co. LLC, a local food and beverage business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Payden Hays is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Richard Mccrocklin is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using Wells Fargo research and planning tools.